A powerful tool to support your clients' philanthropic goals

The Schwab CharitableTM Giving Guide will help donors achieve even greater philanthropic impact and generate a customized giving planner that can be integrated into their overall financial plan. There is also an Advisors' Guide to the Schwab Charitable Giving Guide, which provides helpful tips to consider when discussing charitable giving with clients.

Watch a video about the Giving Guide
 
Advisor meeting with client

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Schwab Charitable Fund™ is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund™ are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Although every effort has been made to ensure that the information provided is correct, Schwab Charitable cannot guarantee its accuracy. This information is not provided to the IRS.

Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization, which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation.

© 2023 Schwab Charitable Fund. All rights reserved.